Returns assume an even dollar amount invested in each stock. "Cost basis" is the split-adjusted purchase price. "Now" is the closing price as of the date below. Returns do not account for dividends, transaction costs or taxes.
Year-to-date Returns through March 6, 2000
Annual Reinvest/Rebalance
5 stock/10 stock
57.22 51.98 Formula 90
57.22 29.72 Keystone 100
44.01 16.52 Unemotional Growth
30.04 65.08 Relative Strength - IBD
28.63 53.17 Relative Strength - 26 Week
22.74 49.01 Relative Strength - 13 Week
18.26 18.98 PEG26
18.14 Nasdaq 100 Index Trust
16.99 39.23 PEG13
16.83 9.47 Plowback
11.50 12.00 Keystone
7.21 12.00 Keystone EPS
-2.59 6.32 Spark
-3.87 S&P500 Trust (Spider)
57.22 51.98 Formula 90 Cost Basis Now
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-25.69 QCOM Qualcomm Inc. $179.31 $133.25
55.88 JDSU JDS Uniphase $188.00 $293.06
78.24 SEBL Siebel Systems $85.00 $151.50
28.25 ORCL Oracle Corp. $59.06 $75.75
149.41 NTAP Network Appliance $85.00 $212.00
190.24 PMCS PMC-Sierra $79.38 $230.38
-37.79 CTS CTS Corp. $74.75 $46.50
26.80 SUNW Sun Microsystems $76.50 $97.00
33.30 SYMC Symantec Corp. $56.88 $75.81
21.12 NOK Nokia Corp. ADR $187.00 $226.50
11.50 12.00 Keystone
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
55.88 JDSU JDS Uniphase $188.00 $293.06
-25.69 QCOM Qualcomm Inc. $179.31 $133.25
28.25 ORCL Oracle Corp. $59.06 $75.75
-27.76 YHOO Yahoo! Inc. $237.50 $171.56
26.80 SUNW Sun Microsystems $76.50 $97.00
5.37 EMC EMC Corp. $114.00 $120.13
3.47 AMGN Amgen $62.40 $64.56
45.45 AMAT Applied Materials $126.50 $184.00
25.74 CSCO Cisco Systems $108.06 $135.88
-17.55 HD Home Depot $65.19 $53.75
7.21 12.00 Keystone EPS
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
55.88 JDSU JDS Uniphase $188.00 $293.06
-25.69 QCOM Qualcomm Inc. $179.31 $133.25
-27.76 YHOO Yahoo! Inc. $237.50 $171.56
28.25 ORCL Oracle Corp. $59.06 $75.75
5.37 EMC EMC Corp. $114.00 $120.13
45.45 AMAT Applied Materials $126.50 $184.00
26.80 SUNW Sun Microsystems $76.50 $97.00
3.47 AMGN Amgen $62.40 $64.56
-17.55 HD Home Depot $65.19 $53.75
25.74 CSCO Cisco Systems $108.06 $135.88
57.22 29.72 Keystone 100
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
55.88 JDSU JDS Uniphase $188.00 $293.06
-25.69 QCOM Qualcomm Inc. $179.31 $133.25
28.25 ORCL Oracle Corp. $59.06 $75.75
149.41 NTAP Network Appliance $85.00 $212.00
78.24 SEBL Siebel Systems $85.00 $151.50
-27.76 YHOO Yahoo! Inc. $237.50 $171.56
-9.94 CMGI CMGI Inc. $163.22 $147.00
27.80 NT Nortel Networks $100.94 $129.00
-5.84 GTW Gateway Inc. $69.56 $65.50
26.80 SUNW Sun Microsystems $76.50 $97.00
16.99 39.23 PEG13
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
3.23 WAXS World Access $19.38 $20.00
82.63 IRF Int'l Rectifier $25.19 $46.00
-23.01 TTN Titan Corp. $47.00 $36.19
33.30 SYMC Symantec Corp. $56.88 $75.81
-11.20 MCRS MICROS Systems $64.75 $57.50
34.83 ADCT ADC Telecom. $36.25 $48.88
21.12 NOK Nokia Corp. ADR $187.00 $226.50
53.12 TECH Techne Corp. $58.13 $89.00
27.80 NT Nortel Networks $100.94 $129.00
170.43 PEB PE Biosystems Group $58.66 $158.63
18.26 18.98 PEG26
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
43.05 CY Cypress Semiconductor $32.81 $46.94
82.63 IRF Int'l Rectifier $25.19 $46.00
-37.79 CTS CTS Corp. $74.75 $46.50
-23.01 TTN Titan Corp. $47.00 $36.19
26.42 MU Micron Technology $75.94 $96.00
-5.84 GTW Gateway Inc. $69.56 $65.50
50.00 CHIR Chiron Corp. $45.00 $67.50
21.12 NOK Nokia Corp. ADR $187.00 $226.50
5.37 EMC EMC Corp. $114.00 $120.13
27.80 NT Nortel Networks $100.94 $129.00
16.83 9.47 Plowback
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
68.22 VRTS VERITAS Software $94.67 $159.25
28.25 ORCL Oracle Corp. $59.06 $75.75
-9.94 CMGI CMGI Inc. $163.22 $147.00
-5.84 GTW Gateway Inc. $69.56 $65.50
3.47 AMGN Amgen $62.40 $64.56
21.12 NOK Nokia Corp. ADR $187.00 $226.50
-8.11 DELL Dell Computer $50.88 $46.75
34.91 INTC Intel Corp. $87.00 $117.38
-22.25 MSFT Microsoft Corp. $116.56 $90.63
-15.16 CL Colgate-Palmolive $62.25 $52.81
30.04 65.08 Relative Strength - IBD
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-25.69 QCOM Qualcomm Inc. $179.31 $133.25
-23.01 TTN Titan Corp. $47.00 $36.19
55.88 JDSU JDS Uniphase $188.00 $293.06
64.79 HLIT Harmonic Inc. $92.47 $152.38
78.24 SEBL Siebel Systems $85.00 $151.50
28.25 ORCL Oracle Corp. $59.06 $75.75
48.96 IDTI Integrated Device $28.41 $42.31
149.41 NTAP Network Appliance $85.00 $212.00
190.24 PMCS PMC-Sierra $79.38 $230.38
83.71 IDPH IDEC Pharmac. $93.25 $171.31
22.74 49.01 Relative Strength - 13 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-23.01 TTN Titan Corp. $47.00 $36.19
55.88 JDSU JDS Uniphase $188.00 $293.06
-25.69 QCOM Qualcomm Inc. $179.31 $133.25
78.24 SEBL Siebel Systems $85.00 $151.50
28.25 ORCL Oracle Corp. $59.06 $75.75
149.41 NTAP Network Appliance $85.00 $212.00
143.26 IMNX Immunex Corp. $102.00 $248.13
-27.76 YHOO Yahoo! Inc. $237.50 $171.56
83.71 IDPH IDEC Pharmac. $93.25 $171.31
27.80 NT Nortel Networks $100.94 $129.00
28.63 53.17 Relative Strength - 26 Week
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
55.88 JDSU JDS Uniphase $188.00 $293.06
-23.01 TTN Titan Corp. $47.00 $36.19
-25.69 QCOM Qualcomm Inc. $179.31 $133.25
64.79 HLIT Harmonic Inc. $92.47 $152.38
71.16 CYTC Cytyc Corp. $29.69 $50.81
28.25 ORCL Oracle Corp. $59.06 $75.75
149.41 NTAP Network Appliance $85.00 $212.00
78.24 SEBL Siebel Systems $85.00 $151.50
48.96 IDTI Integrated Device $28.41 $42.31
83.71 IDPH IDEC Pharmac. $93.25 $171.31
-2.59 6.32 Spark
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
25.74 CSCO Cisco Systems $108.06 $135.88
-24.42 WMT Wal-Mart Stores $66.81 $50.50
34.91 INTC Intel Corp. $87.00 $117.38
-31.63 AOL America Online $83.00 $56.75
-17.55 HD Home Depot $65.19 $53.75
27.80 NT Nortel Networks $100.94 $129.00
-8.11 DELL Dell Computer $50.88 $46.75
5.37 EMC EMC Corp. $114.00 $120.13
-27.76 YHOO Yahoo! Inc. $237.50 $171.56
78.87 TXN Texas Instruments $102.84 $183.94
44.01 16.52 Unemotional Growth
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-25.69 QCOM Qualcomm Inc. $179.31 $133.25
55.88 JDSU JDS Uniphase $188.00 $293.06
78.24 SEBL Siebel Systems $85.00 $151.50
149.41 NTAP Network Appliance $85.00 $212.00
-37.79 CTS CTS Corp. $74.75 $46.50
-11.54 CDWC CDW Computer Ctrs $69.03 $61.06
-20.10 TLAB Tellabs Inc. $65.63 $52.44
-39.49 AEOS Amer. Eagle Out. $44.00 $26.63
-22.96 TIF Tiffany & Co. $84.94 $65.44
39.26 JMED Jones Pharma $29.67 $41.31
-3.87 SPY S&P500 Trust (Spider) $145.44 $139.81
18.14 QQQ Nasdaq 100 Index Trust $189.50 $223.88